Plugins Directory » Finance

	Author:	Kirill Bezrukov (RedmineUP)
	Website:	https://www.redmineup.com/pages/plugins/finance
	Code repository:	-
	Registered on:	2013-02-24 (almost 12 years ago)
	Current version:	2.1.10
	Compatible with:	Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x
	User ratings:	(20)

Redmine Finance Plugin helps to manage accounting operations and finances.¶

Manage transactions, accounts, and relations between invoices and operations.¶

Features:

Financial operations
Accounts
Add watcher to accounts (to receive email notifications)
Comments
CSV Import/Export
Relations between Operation
Invoices relation
Attachments
Translated into 9 languages: English, German, Spanish, Hungarian, Polish, Russian, Slovak, Chinese, Chinese (Taiwan)

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Manage accounts, incomes and outcomes
Finance plugins let you easily see all of your incomes and outcomes and monitor assigned corporate accounts. You can manage approval or disapproval of operations. Each income or expense can be assigned to a certain stream or category, what makes keeping track of finances easy and clear.

Set relations between operations
Now you mark relationships between individual transactions and invoices. It makes tracking of certain expenses, like for example business trips' expenses easy. What is more tracking a type of payments - like cash payments is easy, so you can see what money have been spent for.

Finance planning
Plan your company’s finances and payments in calendar. Don’t worry about the balance right now, as the accounts won’t be affected until the planned date of operation.

Easy approval processes
We enabled you to bulk edit multiple incomes or spends to quickly set approval or disapproval status.

Screenshots¶

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Changelog

2.1.10 (2024-05-13)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x.

Added relation between expenses and operations
Added assigned name, list of invoices and relations to the operation API
Added encoding and separator selection for operations CSV export
Updated CSV export format to match Redmine standard
Fixed the datetime field format in the operations form
Fixed the group styles of the form in the operations index

2.1.9 (2024-02-15)

Compatible with Redmine 5.1.x, 5.0.x, 4.2.x, 4.1.x, 4.0.x.

Dropped Redmine 3 support
Updated Hungarian translation (Krisztian Engi, Lilla Basilides)
Fixed expanded icons
Fixed translation for CSV export

2.1.8 (2022-04-20)

Compatible with Redmine 5.0.x, 4.2.x, 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x.

Redmine 5.0 compatibility

2.1.7 (2020-03-18)

Compatible with Redmine 4.1.x, 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

Redmine 4.1 support
Linked operaions approvement
Fixed project filter bug

2.1.6 (2019-08-02)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

Invoices and Finances integration new
Brazilian Portuguese translation (Henrique Lobo)

2.1.5 (2019-01-29)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.1.x, 3.0.x, 2.6.x.

Fixed new mailer single user sending
Fixed context menu icons
Fixed account CF save bug
Fixed check/unchecl all bug

2.1.4 (2018-09-21)

Compatible with Redmine 4.0.x, 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x.

Add checking presence of accounts
Redmine 4 support
Fixed filter "Contact" for Operations

2.1.3 (2017-07-07)

Compatible with Redmine 3.4.x, 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Redmine 3.4 support

2.1.1 (2016-08-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

New operations import added

2.1.0 (2016-06-17)

Compatible with Redmine 3.3.x, 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Operation category hierarchy
Operation types income/outcome
Fixed reversed comments error
New Redmine styles compatibility

2.0.1 (2015-12-03)

Compatible with Redmine 3.2.x, 3.1.x, 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Fixed major currencies bug
Search form on index page was repared
Fixed bug with saving custom_field values

2.0.0 (2015-06-16)

Compatible with Redmine 3.0.x, 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Redmine 3 support
Custom fields fixes for Redmine < 2.5
Fixed adding approved operations
Chinese translation (zhoutt)
Spanish translation (Franco Iacomella)

1.2.1 (2014-11-10)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Operations calendar view
Custom field styles
Add new account link to operations list
Fixes with invoice links from project without finance module
Invoice links fixes
Fixed notification bug
Manage planned operations

1.2.0 (2014-10-02)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x.

Operations approval
Calculate account balance by operations
Saving queries
Select finance menu item on import
Added new permissions for adding operations
Fixed edit own operation permission check

1.1.2 (2014-08-29)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

Show in top and app menu setting fixes

1.1.0 (2014-05-03)

Compatible with Redmine 2.6.x, 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

Default currency from CRM plugin
Assignee for operation

1.0.9 (2014-02-25)

Compatible with Redmine 2.5.x, 2.4.x, 2.3.x, 2.2.x, 2.1.x.

Polish translation (Szymon Anders)
Redmine 2.5 support

1.0.8 (2014-01-10)

Compatible with Redmine 2.4.x, 2.3.x, 2.2.x, 2.1.x.

Check for account and category in use
Last year added to filters